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Nvidia's 2024 AGM highlights: Pay packages and new AI market strategies
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TSMC's investors really feel very secure!

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Noah Johnson joined discussion · Jun 6 04:53
It has been proven that a company with technological leadership and a solid market position will give investors considerable security.
TSMC rose 6.8% yesterday to a new historical high, driving the entire semiconductor industry to rise sharply.
The reason for TSMC's sharp rise is straightforward. TSMC, which has advantages in the AI industry chain, may raise prices. TSMC's new chairperson Wei Zhejia hinted that he is considering raising the price of the company's artificial intelligence chip foundry services.
Where is the confidence for TSMC to raise prices?
1. Advanced processes are irreplaceable, and technological advantages are far ahead.
2. AI The demand is very strong, and the production capacity is in short supply.
What's more interesting is that TSMC not only has the confidence to raise prices downstream but also has the confidence to lower prices upstream.
Dutch lithography machine manufacturer ASML recently announced that it will deliver its latest high numerical aperture extreme ultraviolet EUV to TSMC this year. However, TSMC stated that the new machine is too expensive and the latest process can still rely on the old version of EUV.
Not only that, TSMC also announced a share buyback plan at the peak of the stock price, planning to buy back 3.25 million shares of the company's stock from June 6 to August 5, with a buyback price of NT $598-1281 per share, fully demonstrating the company's confidence in its own stocks.
Investing in a company with confidence really gives a sense of security.
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